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Employer contribution per participant is in the bottom quintile of the peer cohort.
Administrative expenses exceed $300 per participant per year - possible fee-review opportunity. (Recordkeeping / audit / legal; excludes investment management.)
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $99,179 | $114,712-13.5% | $173,730-42.9% | $87,485+13.4% |
| Participation rate | 88.9% | 73.0%+15.9pp | 79.6%+9.3pp | 68.9%+20.0pp |
| Annual return | 14.86% | 20.18%-5.3pp | 19.96%-5.1pp | 26.06%-11.2pp |
| Employer contribution / active EE | $0 | $2,904-100.0% | $4,577-100.0% | $2,596-100.0% |
| Participant deferral / active EE | $8,594 | $4,642+85.1% | $6,326+35.8% | $4,274+101.1% |
| Admin fee / account holder | $23,495 | $10,210+130.1% | $17,523+34.1% | $7,775+202.2% |